How We Are Paid


Valecka Wealth Management allows a flexible billing model tailored to each individual client.  Regardless of the model chosen, our compensation will be transparent to you. The first hour initial consultation is complimentary to discuss the scope of engagement and to determine if we are a good fit.





Fee Based

In the fee-based compensation model you pay a percentage of the assets we manage.  We initiate the relationship financial plan (either basic or comprehensive), manage your portfolios through LPL Financial, and provide regular updates, annual consultations, and ad hoc contact as necessary to follow the developed financial plan.


Commission Based

In some cases, it is in the best interest of the client to pay an up-front commission with minimal future expenses.  Examples include lump sum college savings and any insurance investments necessary to implement a financial plan.


Project Based

If you have a specific need for financial planning but no assets to manage, VWM Planning can work on an hourly consulting basis or execute a fixed price project. Examples include employer retirement plan review, life insurance reviews or helping organize an estate for probate.